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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,349 | $143,969+22.5% | $199,883-11.8% | $82,637+113.4% |
| Participation rate | 95.9% | 84.1%+11.8pp | 86.8%+9.2pp | 68.1%+27.9pp |
| Annual return | 16.45% | 25.67%-9.2pp | 43.81%-27.4pp | 53.51%-37.1pp |
| Employer contribution / active EE | $3,881 | $4,632-16.2% | $6,261-38.0% | $2,552+52.1% |
| Participant deferral / active EE | $10,391 | $6,937+49.8% | $9,138+13.7% | $4,126+151.8% |
| Admin fee / account holder | $10,945 | $14,597-25.0% | $17,268-36.6% | $7,339+49.1% |